GFPC
Global Financial Private Client’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48M | Sell |
14,926
-111
| -0.7% | -$63.1K | 3.18% | 4 |
|
|
2025
Q1 | $7.73M | Buy |
15,037
+1,154
| +8% | +$593K | 2.95% | 5 |
|
|
2024
Q4 | $7.48M | Buy |
13,883
+579
| +4% | +$312K | 2.81% | 5 |
|
|
2024
Q3 | $7.02M | Sell |
13,304
-334
| -2% | -$176K | 2.74% | 5 |
|
|
2024
Q2 | $6.82M | Sell |
13,638
-956
| -7% | -$478K | 2.85% | 5 |
|
|
2024
Q1 | $7.01M | Buy |
14,594
+617
| +4% | +$296K | 3.01% | 5 |
|
|
2023
Q4 | $6.11M | Sell |
13,977
-323
| -2% | -$141K | 2.86% | 5 |
|
|
2023
Q3 | $5.62M | Sell |
14,300
-216
| -1% | -$84.8K | 2.9% | 5 |
|
|
2023
Q2 | $5.92M | Sell |
14,516
-64
| -0.4% | -$26.1K | 2.91% | 5 |
|
|
2023
Q1 | $5.51M | Buy |
14,580
+677
| +5% | +$256K | 2.84% | 5 |
|
|
2022
Q4 | $4.88M | Sell |
13,903
-1,565
| -10% | -$550K | 2.73% | 5 |
|
|
2022
Q3 | $5.21M | Sell |
15,468
-3,111
| -17% | -$1.05M | 3% | 5 |
|
|
2022
Q2 | $6.51M | Buy |
18,579
+4,390
| +31% | +$1.54M | 3.68% | 3 |
|
|
2022
Q1 | $5.91M | Sell |
14,189
-376
| -3% | -$157K | 2.86% | 8 |
|
|
2021
Q4 | $6.36M | Buy |
14,565
+485
| +3% | +$212K | 3.07% | 7 |
|
|
2021
Q3 | $5.62M | Buy |
14,080
+1,072
| +8% | +$428K | 2.89% | 8 |
|
|
2021
Q2 | $5.15M | Buy |
13,008
+4,500
| +53% | +$1.78M | 2.87% | 10 |
|
|
2021
Q1 | $3.13M | Buy |
8,508
+679
| +9% | +$250K | 2.25% | 12 |
|
|
2020
Q4 | $2.69M | Buy |
7,829
+238
| +3% | +$81.8K | 2.14% | 14 |
|
|
2020
Q3 | $2.35M | Buy |
7,591
+168
| +2% | +$52K | 2.04% | 15 |
|
|
2020
Q2 | $2.12M | Buy |
7,423
+474
| +7% | +$135K | 1.84% | 15 |
|
|
2020
Q1 | $1.57M | Buy |
6,949
+5,591
| +412% | +$1.26M | 1.66% | 14 |
|
|
2019
Q4 | $402K | Buy |
+1,358
| New | +$402K | 0.34% | 73 |
|